NAB Morning Call

Phil Dobbie
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Start your day with the NAB Morning Call for the latest overnight key economic and market information straight from our team of expert market economists and strategists. This includes perspective on overnight news and market price action and the forces shaping movements in Australian and global markets in the days ahead. Hosted on Acast. See acast.com/privacy for more information.

  1. Weekend edition: Steady Hand, Shifting Sands

    3日前

    Weekend edition: Steady Hand, Shifting Sands

    Friday 22nd April 2026 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. In this weekend edition of the NAB Morning Call, Kylie Willment, Chief Investment Officer at Mercer, joins Phil Dobbie to explain why their core investment strategy remains sound even as the global landscape becomes increasingly volatile. While Willment emphasizes that their fundamental long-term approach is right, she discusses the necessary "adjustments at the margin" being made to navigate current geopolitical firestorms and the shift toward "just-in-case" economic resilience. The discussion highlights that private and overseas investments remain valid and essential components of a modern portfolio, provided they are backed by rigorous asset-level research and robust protections against persistent inflation risk. From the "massive tailwind" from the energy transition to the relative insulation of the U.S. economy, Willment provides a deep dive into how super funds are evolving to protect member returns in a "messier" era for central banks and global trade. Hosted on Acast. See acast.com/privacy for more information.

    30 分鐘

  2. 3日前

    Ratcheting Up

    Friday 24th April 2026 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB NAB’s Rodrigo Catril joins Phil to discuss a significant escalation in the U.S. naval blockade, which has now expanded into the Indian Ocean with the seizure of tankers carrying Iranian oil. This move follows the earlier strikes in the Gulf and indicates a broadening of the conflict's reach, which has seen S&P 500 and Nasdaq close lower, and oil prices pushing higher, The discussion also highlights a stark economic divergence reflected in the latest Flash PMIs: while the U.S. continues to show resilience with both manufacturing and services remaining above 50, the Eurozone and UK have slumped deeper into contractionary territory.  Hosted on Acast. See acast.com/privacy for more information.

    15 分鐘

  3. 4日前

    Looking through the fog of war

    Thursday 23rd April 2026 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB In today’s NAB Morning Call, Skye Masters joins Phil to analyse why U.S. equity markets appear to be "looking through the fog of war" as they push to new all-time highs—with the S&P 500 breaking above 7,000—even as oil prices and bond yields remain significantly elevated. As the conflict in the Gulf persists, Skye questions this "curious" appetite for risk and whether investors are underestimating the long-term structural shifts toward higher costs and localized resilience. The discussion covers the latest UK CPI data for March, which demonstrates the immediate inflationary impact of the conflict, and looks ahead to today’s PMI releases, which are expected to further highlight the economic divergence between a robust U.S. and a softening European landscape. Hosted on Acast. See acast.com/privacy for more information.

    13 分鐘

  4. 5日前

    No talk, no sock puppet

    Wednesday 22nd April 2026 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB In the April 22, 2026, edition of the NAB Morning Call, Gavin Friend joins Phil Dobbie to discuss a shift toward "risk-off" sentiment as the high-stakes peace talks between the U.S. and Iran appear to have stalled. With JD Vance spotted back in Washington rather than at the negotiating table in Islamabad, and Iran officially declining to attend today's scheduled meeting, the market is bracing for the end of the ceasefire deadline tonight. The conversation highlights a jump in oil prices, with Brent crude nearly touching $100 a barrel, alongside a rise in bond yields and the U.S. Dollar. Beyond the conflict, they break down robust U.S. retail sales for March, a surprising drop in UK unemployment to 4.9%, and Kevin Warsh’s testimony before the Senate, where he staunchly defended the Fed's independence, saying he is no sock puppet to the President. Hosted on Acast. See acast.com/privacy for more information.

    16 分鐘

  5. 6日前

    You're Fired (on!)

    Tuesday 21st April 2026 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB Geopolitical tensions are rising again, following a U.S. attack on an Iranian merchant vessel in the Gulf, which sent oil prices jumping 5–6% with Brent nearing $95 a barrel. While JD Vance leads a U.S. delegation to Islamabad for high-stakes peace talks, a question remains as to whether Tehran will participate. Kevin Warsh’s pre-prepared speech to the senate banking committee spoke of a continuance of monetary policy free from the control of government. NAB’s Ken Crompton talks through all this with Phil, plus Canadian CPI, and the significance of tonight’s US retail sales numbers. Hosted on Acast. See acast.com/privacy for more information.

    16 分鐘

  6. 4月19日

    An open and shut case

    Monday 20th April 2026 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB There were strong risk-on moves on Friday on the news that the Hormuz Strait had reopened. Since then, Iran has fired on vessels, and the Straits have closed again. But new talks are on the horizon if, as NAB’s Sally Auld puts it, they show up. The ceasefire officially ends Wednesday but markets aren’t pricing for President Trump’s threat to take out all  energy plants and bridges  Sally talks about how central banks are viewing the conflict and looks ahead to today’s CPI for Canada. Hosted on Acast. See acast.com/privacy for more information.

    14 分鐘
  7. Weekend Edition: Phil Suttle on Blockades, AI booms and the end of efficiency

    4月17日

    Weekend Edition: Phil Suttle on Blockades, AI booms and the end of efficiency

    Friday 17th April 2026 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. In this weekend edition of the NAB Morning Call, veteran macroeconomist Phil Suttle joins Phil Dobbie to dissect the "unbridled enthusiasm" of global markets as they seemingly look past a U.S. naval blockade and a precarious energy crisis to push the S&P 500 to new record highs. Suttle warns of a stark internal divergence within the U.S. economy, where a concentrated investment boom in AI and tech masks the reality of flat real disposable income for the average household. The conversation traverses the globe, examining the strategic "payoff" of China’s Belt and Road Initiative and the structural hurdles stifling European productivity. Central to the discussion is the "Mike Tyson" moment for central bankers—dealing with the reality of being "hit in the mouth" by supply shocks—as they weigh the necessity of "nipping inflation in the bud" against a world transitioning from "just-in-time" efficiency to a high-cost era of building buffers and resilience. Hosted on Acast. See acast.com/privacy for more information.

    32 分鐘

  8. 4月16日

    Mixed Messages

    Friday 17th April 2026 NAB Markets Research Disclaimer  Financial Services Guide | Information on our services - NAB There are mixed messages about where the war in Iran is heading. President Trump says a deal is close and that Iran has agreed to surrender its enriched uranium, whilst Arab and European leaders believe it could take six months to reach a deal, hence yesterday’s Beige Book suggested companies were pursuing a wait and see strategy, holding off on major investments. Yet the Philly Fed manufacturing index overnight surged to 26.7 and initial jobless claims fell to a two-month low of 207,000. China’s Q1 GDP beat expectations, despite weaker activity data for March, and there was an upward revision to Eurozone inflation. Again, mixed messages. Hosted on Acast. See acast.com/privacy for more information.

    16 分鐘
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Start your day with the NAB Morning Call for the latest overnight key economic and market information straight from our team of expert market economists and strategists. This includes perspective on overnight news and market price action and the forces shaping movements in Australian and global markets in the days ahead. Hosted on Acast. See acast.com/privacy for more information.

資料

  • 創作者
    Phil Dobbie
  • 活躍年份
    2016年 - 2026年
  • 單集
    1.5K
  • 分級
    兒童適宜
  • 版權
    © All rights reserved
  • 節目網站
    NAB Morning Call

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